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ORLEANS CAPITAL MANAGEMENT CORP/LA

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001013234

$193.7M

disclosed book value

122

positions

5.4%

largest position share

Positions, as of 2026-06-30

top 100 of 122 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1AAPLAPPLE INC36,031$10.4M5.4%
2XLKSELECT SECTOR SPDR TR43,670$8.3M4.3%
3SMHVANECK ETF TRUST10,881$7.1M3.7%
4MSFTMICROSOFT CORP17,252$6.4M3.3%
5GOOGLALPHABET INC16,825$6.0M3.1%
6CATCATERPILLAR INC5,091$5.4M2.8%
7GSGOLDMAN SACHS GROUP INC5,263$5.3M2.7%
8JPMJPMORGAN CHASE & CO15,111$4.9M2.6%
9ABBVABBVIE INC18,649$4.7M2.4%
10SPYSTATE STR SPDR S&P 500 ETF T6,035$4.5M2.3%
11XLCSELECT SECTOR SPDR TR37,930$4.1M2.1%
12AMZNAMAZON COM INC15,608$3.7M1.9%
13MUMICRON TECHNOLOGY INC3,108$3.6M1.9%
14VLOVALERO ENERGY CORP13,311$3.5M1.8%
15HDHOME DEPOT INC9,780$3.4M1.8%
16NEENEXTERA ENERGY INC39,099$3.4M1.8%
17TSMTAIWAN SEMICONDUCTOR MANUFAC6,906$3.3M1.7%
18IVVISHARES TR4,355$3.3M1.7%
19TXNTEXAS INSTRS INC10,080$3.0M1.6%
20GLWCORNING INC11,758$3.0M1.6%
21METAMETA PLATFORMS INC5,204$2.9M1.5%
22PPAINVESCO EXCHANGE TRADED FD T16,076$2.8M1.5%
23XLYSELECT SECTOR SPDR TR24,002$2.8M1.5%
24RTXRTX CORPORATION14,655$2.8M1.4%
25CVXCHEVRON CORPORATION15,206$2.5M1.3%
26LMTLOCKHEED MARTIN CORP4,926$2.5M1.3%
27AVGOBROADCOM INC6,534$2.5M1.3%
28MAMASTERCARD INCORPORATED4,763$2.4M1.3%
29UNPUNION PAC CORP8,733$2.4M1.2%
30TMOTHERMO FISHER SCIENTIFIC INC4,305$2.2M1.1%
31HSBCHSBC HLDGS PLC22,528$2.1M1.1%
32JNJJOHNSON & JOHNSON8,380$2.1M1.1%
33PGPROCTER & GAMBLE CO14,034$2.1M1.1%
34GOOGALPHABET INC5,816$2.1M1.1%
35DUKDUKE ENERGY CORP NEW16,199$2.1M1.1%
36VGTVANGUARD WORLD FD16,984$2.0M1%
37TGTTARGET CORP14,053$1.8M0.9%
38GILDGILEAD SCIENCES INC14,186$1.8M0.9%
39IJKISHARES TR14,001$1.6M0.8%
40BLKBLACKROCK INC1,704$1.6M0.8%
41EPDENTERPRISE PRODS PARTNERS L42,770$1.6M0.8%
42ABTABBOTT LABORATORIES16,561$1.5M0.8%
43BRK/ABERKSHIRE HATHAWAY INC DEL2$1.5M0.8%
44COSTCOSTCO WHOLESALE CORPORATION1,524$1.4M0.7%
45NLRVANECK ETF TRUST12,266$1.4M0.7%
46MSIMOTOROLA SOLUTIONS INC3,036$1.3M0.7%
47IEFAISHARES TR12,956$1.3M0.6%
48PNCPNC FINL SVCS GROUP INC4,845$1.2M0.6%
49METMETLIFE INC13,731$1.2M0.6%
50AMATAPPLIED MATLS INC1,600$1.2M0.6%
51KMBKIMBERLY-CLARK CORP10,483$1.2M0.6%
52IHIISHARES TR23,055$1.1M0.6%
53MCHPMICROCHIP TECHNOLOGY INC.11,706$1.1M0.6%
54BRK/BBERKSHIRE HATHAWAY INC DEL2,080$1.0M0.5%
55AXPAMERICAN EXPRESS CO3,067$1.0M0.5%
56VTIVANGUARD INDEX FDS2,696$997,6280.5%
57VEAVANGUARD TAX-MANAGED FDS13,707$976,6240.5%
58VVISA INC2,774$951,7320.5%
59GLDSPDR GOLD TR2,550$939,3690.5%
60LINDE PLC1,809$938,7620.5%
61COPCONOCOPHILLIPS8,705$904,9720.5%
62VZVERIZON COMMUNICATIONS INC20,898$884,8210.5%
63MSMORGAN STANLEY4,044$845,3580.4%
64QCOMQUALCOMM INC4,367$806,9780.4%
65LQDISHARES TR7,335$800,0280.4%
66CSCOCISCO SYS INC6,727$790,1530.4%
67AMDADVANCED MICRO DEVICES INC1,355$787,1330.4%
68PTYPIMCO CORPORATE & INCOME OPP64,830$779,9050.4%
69WMTWALMART INC5,832$660,5320.3%
70VBKVANGUARD INDEX FDS1,788$653,8720.3%
71SYKSTRYKER CORPORATION2,020$635,9770.3%
72BBNBLACKROCK TAX MUNICPAL BD TR39,265$634,9150.3%
73DEDEERE & CO1,000$634,3300.3%
74IGMISHARES TR3,819$624,7520.3%
75NADNUVEEN QUALITY MUNCP INCOME49,950$605,3940.3%
76VBRVANGUARD INDEX FDS2,373$576,6150.3%
77KOCOCA COLA CO7,065$574,1730.3%
78MDYSTATE STR SPDR S&P MIDCAP 40791$556,3420.3%
79NUVNUVEEN MUN VALUE FD INC59,200$545,8240.3%
80UNHUNITEDHEALTH GROUP INC1,275$529,9280.3%
81VIGVANGUARD SPECIALIZED FUNDS2,194$519,1440.3%
82VWOVANGUARD INTL EQUITY INDEX F8,267$493,4570.3%
83LRCXLAM RESEARCH CORP1,130$489,6630.3%
84EATON CORP PLC1,104$470,4360.2%
85BNDVANGUARD BD INDEX FDS6,300$462,4830.2%
86ORCLORACLE CORP3,120$457,2360.2%
87MRKMERCK & CO INC3,472$446,1520.2%
88WMWASTE MGMT INC DEL1,867$416,1170.2%
89NSCNORFOLK SOUTHN CORP1,229$386,6310.2%
90NVDANVIDIA CORPORATION1,930$386,1740.2%
91EXMOCEXXON MOBIL CORP2,801$382,9530.2%
92SYBTSTOCK YDS BANCORP INC5,000$382,3500.2%
93FDXFEDEX CORP1,184$370,7460.2%
94SBUXSTARBUCKS CORP3,533$361,0370.2%
95DVYISHARES TR2,250$351,6750.2%
96BLWBLACKROCK LTD DURATION INCOM27,300$340,9770.2%
97DHRDANAHER CORP DEL1,757$334,6730.2%
98VCITVANGUARD SCOTTSDALE FDS3,982$329,1120.2%
99SPMOINVESCO EXCH TRADED FD TR II2,000$323,0800.2%
100NBBNUVEEN TAXABLE MUNICPAL INM20,300$320,3340.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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